See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET0 · BUFFALO, NY 14201 | Recordkeeping | $21,539 |
LEGACY PROFESSIONALS LLP2 years Filed as: LEGACY ASSET MANAGEMENT INC Service code 26 | Advisory (Participants) | $14,450 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,359 | $98,750-62.2% | $149,696-75.0% | $79,858-53.2% |
| Participation rate | 96.6% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 16.60% | 27.43%-10.8pp | 276.60%-260.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,538 | $3,216+10.0% | $4,644-23.8% | $2,471+43.2% |
| Participant deferral / active EE | $7,104 | $5,680+25.1% | $6,842+3.8% | $3,740+89.9% |
| Admin fee / account holder | $290 | $6,053-95.2% | $9,309-96.9% | $5,306-94.5% |